Bernstein Research analyst Toni Sacconaghi did some analysis of the situation in a report this morning.
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But Bernstein Research analyst Toni Sacconaghi today theorizes that the true dynamic here is a converging of the tablet and notebook markets.
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The result: BernsteinResearch analyst Toni Sacconaghi argues that iPhone sales in the fourth quarter could disappoint, even if Apple records stronger-than-expected results Monday afternoon.
As I noted earlier this month, Toni Sacconaghi, of Sanford C.
"We believe Apple is disproportionately exposed to a potential slowdown in U.S. consumer spending, " Bernstein Research analyst Toni Sacconaghi wrote in a note to investors Friday.
Two weeks after publishing a 100-page overview on Apple providing his predictions for the Cupertino, California for the next five years, analyst Toni Sacconaghi of Sanford C.
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Bernstein analyst Toni Sacconaghi, the top-ranked financial analyst covering Apple.
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For many months now, Bernstein Research analyst Toni Sacconaghi has been making the case that Apple (AAPL) basically has two options for taking more market share in smart phones.
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But since Apple already dominates smart-phone sales through existing partners, "sooner rather than later, Apple is going to have to look to find incremental distribution, " said Bernstein analyst Toni Sacconaghi.
In a note to investors Monday, BernsteinResearch analyst Toni Sacconaghi wrote Apple could sell 3 million of the yet to be announced product, which will reportedly be called the iSlate.
In a research note this morning, Bernstein Research analyst Toni Sacconaghi reports on a meeting he had last week with Apple COO Tim Cook, CFO Peter Oppenheimer and VP of Internet Services Eddy Cue.
Several analysts, including Toni Sacconaghi of Sanford C.
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Toni Sacconaghi of Bernstein Research said in a research note Monday that Apple's pre-announcement stock bursts have grown more pronounced as consumers have waited for the new phones, which start generating buzz months' before their release.
Through the first 9 months of the year, a combination of 21% unit growth and 7.5% improvement in average selling prices generated 30% revenue growth for workhorse IT computers, according to Bernstein Research analyst Toni Sacconaghi.
In a note to investors last Thursday, Bernstein Research analyst Toni Sacconaghi argued that HP's strong performance over the past year coupled with a "softer tech spending environment" will force HP's revenue growth to slow down over the coming quarters.
Analyst Toni Sacconaghi of Sanford C.
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Bernstein analyst Toni Sacconaghi.
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